Kc Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Kc Investment Advisors, LLC
- $325 Million
- Q3 2025
A detailed history of Kc Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 20,964 shares of SCHZ stock, worth $493,911. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,964Holding current value
$493,911% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$286 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio